Annie Lee

Annie Lee Email and Phone Number

Chief of Staff @ IT Works Co.
Markham, ON, CA
Annie Lee's Location
Markham, Ontario, Canada, Canada
Annie Lee's Contact Details

Annie Lee personal email

n/a

Annie Lee phone numbers

About Annie Lee

Top performer offering more than 20 years of increasing financial accounting experience providing excellent support to - and collaboration with - management. Perform a broad range of functions quickly and accurately in fast-paced environments. Uphold a career-long reputation from staff, clients, vendors, and management as Company's "go-to resource" based on in-depth knowledge of Accounts Payable, Procurement, and Accounts Receivable. Respond to challenges and unforeseen situations with determination and focus. An effective and articulate communicator who quickly gains the trust, confidence, and respect of regional managers, colleagues, sales representatives, and operations personnel. Willing to accept responsibilities beyond immediate job duties and take on special projects at management’s request. Advanced user of Excel (macros,pivot tables, VLookup), Word, and Oracle with added experience with Hyperion Essbase. Committed toward furthering the success of team members as well as delivering quality individual performance.

Annie Lee's Current Company Details
IT Works Co.

It Works Co.

View
Chief of Staff
Markham, ON, CA
Website:
itworksco.com
Employees:
8
Annie Lee Work Experience Details
  • It Works Co.
    Chief Of Staff
    It Works Co.
    Markham, On, Ca
  • It Works Co.
    Director Of Operations And Business Development
    It Works Co. May 2021 - Present
    Markham, Ontario, Canada
  • It Works Co.
    Office Manager
    It Works Co. Mar 2020 - Present
    Markham, Ontario, Canada
    Supports company operations by maintaining office systems and supervising staff.Maintains office services by organizing office operations and procedures, preparing payroll, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions.Provides historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.Maintains office efficiency by planning… Show more Supports company operations by maintaining office systems and supervising staff.Maintains office services by organizing office operations and procedures, preparing payroll, controlling correspondence, designing filing systems, reviewing and approving supply requisitions, and assigning and monitoring clerical functions.Provides historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement.Designs and implements office policies by establishing standards and procedures, measuring results against standards, and making necessary adjustments.Completes operational requirements by scheduling and assigning employees; following up on work results.Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends.Achieves financial objectives by preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions.Contributes to team effort by accomplishing related results as needed. Show less
  • Allstate Insurance Company Of Canada
    Associate Project Manager - Client Services
    Allstate Insurance Company Of Canada Jan 2017 - Aug 2019
    Markham
    Responsible for provisioning and/or expense management functions related to purchases, intermediate leases, diverse vendors and enterprise-wide projects for IT Assets.
  • Allstate Canada
    Associate It Portfolio Analyst
    Allstate Canada Feb 2016 - Dec 2016
    Ensures adherence to defined processes and standards at Allstate Insurance. This role use, monitor and support the improvement of processes for efficiency and effectiveness. This role’s primary focus is on providing operational support in the area of IT Financial and Asset Management.
  • Allstate Canada
    Associate Project Manager - It Ppm Financial Governance
    Allstate Canada Oct 2013 - Feb 2016
    Markham
    Role will be accountable for defining, implementing and monitoring financial control processes across IT that provide cost transparency for all technology related costs associated with projects and programs as well as costs associated with the services that IT provides.
  • Allstate Canada
    Expense Planning & Spend Management Accountant
    Allstate Canada Nov 2012 - Oct 2013
    Markham
    • Analyze financial results and reconciliation for Allstate group of companies and various functional areas, including revenue and expense variance analysis versus historical results and against budget, year over year analysis and forecasted figures • Prepare variance internal reports for senior leadership team regarding cost and spend analysis, headcount and identify any issues and provide recommendations • Analyze and prepare home office allocations for senior management review and… Show more • Analyze financial results and reconciliation for Allstate group of companies and various functional areas, including revenue and expense variance analysis versus historical results and against budget, year over year analysis and forecasted figures • Prepare variance internal reports for senior leadership team regarding cost and spend analysis, headcount and identify any issues and provide recommendations • Analyze and prepare home office allocations for senior management review and coordinate expense drivers and allocations for regular reporting • Coordinate the departmental and business plans on internal expense tracking and planning tool, as well as SAP• Report and review business results with expense coordinators and leadership team on business unit results• Act as a business partner to functional areas and conduct monthly meetings with each area to gain oversight of relevant departmental issues, changes to expense forecasts, and any discrepancies. • Completed Six Sigma Black Belt Training with Allstate Insurance Canada Show less
  • Motorola Mobility Canada Ltd.
    Senior Accountant
    Motorola Mobility Canada Ltd. Jul 2002 - Aug 2012
    Markham
    Initially hired as an Intermediate Accountant and promoted into newly-created role in anticipation of Company's restructuring as it placed deeper emphasis on the ripe-with-potential mobility market. Scope of role originally concentrated on billing and Accounts Receivable/Accounts Payable, and eventually evolved into managing, analyzing, and reconciling self-directed funds, below gross margin funds, and Advertising & Promotional budget ($6 million per quarter) for the Canada marketing… Show more Initially hired as an Intermediate Accountant and promoted into newly-created role in anticipation of Company's restructuring as it placed deeper emphasis on the ripe-with-potential mobility market. Scope of role originally concentrated on billing and Accounts Receivable/Accounts Payable, and eventually evolved into managing, analyzing, and reconciling self-directed funds, below gross margin funds, and Advertising & Promotional budget ($6 million per quarter) for the Canada marketing team.• Collaborated with Senior Financial Analyst to replace outdated Oracle system with its leading-edge R12 counterpart; this initiative paved the way for seamless congruency to dozens of locations worldwide regarding supply chain management, inventory levels, pricing, invoicing, billing, shipping, and overall order management.• Finance lead on the implementation of the Harmonized Sales Tax change in Oracle. Collaborated with the operations manager and order advocates along with in house IT. A flawless implementation for the Canada team. Show less
  • Motorola Mobility Canada Ltd.
    Senior Accountant
    Motorola Mobility Canada Ltd. 2002 - 2012

Annie Lee Skills

Forecasting Variance Analysis Accounting Financial Reporting Financial Analysis Revenue Recognition Accounts Payable Telecommunications Hyperion Enterprise Business Process Improvement Operational Efficiency Consolidation Internal Controls Cost Accounting Essbase Microsoft Excel Auditing Organized Multi Tasker Sap Sarbanes Oxley Budget Business Transformation Erp Implementations Unica Marketing Ariba Procurement System Six Sigma

Annie Lee Education Details

Frequently Asked Questions about Annie Lee

What company does Annie Lee work for?

Annie Lee works for It Works Co.

What is Annie Lee's role at the current company?

Annie Lee's current role is Chief of Staff.

What is Annie Lee's email address?

Annie Lee's email address is al****@****tate.ca

What is Annie Lee's direct phone number?

Annie Lee's direct phone number is +141650*****

What schools did Annie Lee attend?

Annie Lee attended Mcmaster University Centre For Continuing Education, Centennial College, Certified General Accountants Of Ontario, University Of Toronto.

What are some of Annie Lee's interests?

Annie Lee has interest in Children.

What skills is Annie Lee known for?

Annie Lee has skills like Forecasting, Variance Analysis, Accounting, Financial Reporting, Financial Analysis, Revenue Recognition, Accounts Payable, Telecommunications, Hyperion Enterprise, Business Process Improvement, Operational Efficiency, Consolidation.

Who are Annie Lee's colleagues?

Annie Lee's colleagues are Bailey Rodgers, Michael F., Margaret Spencer, Tracey Klemchuck.

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